course

IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise

(8)
4.875
New Course
2 Hours (On-Demand)
2.0 CPE  

This course is a premium+ course it can be accessed either by individual purchase or through a premium+ subscription

Purchase this course | $84

Course participants learn more about the 433 Series Collection Information forms and the national standards that govern them. The course also addresses client expense planning to ensure the best deal possible. This course will cover the following topics:

  • Compliance
  • Which Form?
  • National Standards
  • 433F
  • 433A
  • 433B
  • Gathering Documentation
  • Timing & Strategy
Learning Objectives
  • Discover what is the compliance
  • Identify National Standards
  • Identify 433F, 433A, 433B
  • Explore how to gather documentation
  • Recognize timing & strategy
Last updated/reviewed: March 25, 2024

Included In Certifications

This course is included in the following Certification Programs:

10 CoursesTax Resolution Specialist Certification

  1. IRS Representation Series - Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts
  2. IRS Representation Series - Getting Organized to Resolve Collection Issues
  3. IRS Representation Series - Doing Offer-in-Compromise: How to Complete the Form 656 Application
  4. IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise
  5. IRS Representation Series - Winning the 1040 Audit
  6. IRS Representation Series - Steps to Take After SUCCESSFUL Collections or Audits
  7. IRS Representation Series - When Collections and Audits Fail
  8. IRS Representation Series - Reducing IRS Assessments for Interest & Penalties
  9. IRS Representation Series - Conflicts of Interest
  10. IRS Representation Series - Circular 230 Ethics and Updates
1 Review (8 ratings)

Reviews

5
Member's Profile
A very informative course for those who new to representation.
Prerequisites
Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Tips and Tricks for the 433s Needed to Secure an Offer in Compromise2:22
  Offers in Compromise (OICs) and Compliance11:43
  Payment Strategy and Form 433 Tools10:27
  Tricks to Filing in 433 Forms13:46
  Six Year Rule for Repayment of Tax Liability and Practice Tips11:54
  433 A-Assets15:32
  433A-Income and Expenses11:26
  Gathering Documentation15:16
  Timing and Strategy11:26
CONTINUOUS PLAY
  IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise1:43:52
SUPPORTING MATERIAL
  Slides: IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in CompromisePDF
  IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise Glossary/ IndexPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam